I dislike GloFlo for many reasons and we will never know what issue(s) they have since they are a private company, and don't got anyone looking over their shoulders, and I think they also have a NDA about what is allowed to be said by their partners.
That said, we just don't know enough about how many lines, how many orders and how many fabs are being used to make AMD specific stuff. With Sony, MS, Nintendo (and even Apple), they all would get their orders prioritized before any consumer launch line.
AMD is actually doing better under the lead of Lisa, and I doubt they will run the risk of having multiple fabs produce what they need, unless they had guaranteed orders which translates to, business orders first, consumer lines bringing up the rear.
If AMD was flush with cash, things could have been different, but they are trying to dig themselves out of a hole.